Anchor Pointe Wealth Management’s JPMorgan Chase JPM Stock Holding History

Anchor Pointe Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$331K	Buy	+1,382	New	+$322K	0.43%	48

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Anchor Pointe Wealth Management's JPM Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in JPMorgan Chase (JPM) in Q4 2024: 1,382 shares worth $331K. The stake represents 0.43% of the portfolio and ranks #48 among its holdings.

4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Anchor Pointe Wealth Management held 1,382 shares of JPMorgan Chase worth $331K as of Q4 2024.
JPMorgan Chase was a new Anchor Pointe Wealth Management position in Q4 2024.
JPMorgan Chase made up 0.43% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #48 holding.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.